Wealth Management Administrator

We have a rare Wealth Management Administrator opportunity in our friendly, growing and successful office in Clifton, Bristol. Working alongside two Paraplanners and supporting the Director of Wealth Planning (who will all provide ongoing training & guidance), the successful candidate will also work closely with the our team of seasoned private and commercial bankers.

The main priority of the role is to provide wealth management administrative support to ensure an outstanding client experience. This will include relatively frequent client contact and as such the successful candidate must have excellent communication skills as well as at least a foundational knowledge of the industry.

Key Responsibilities:

• Client onboarding support and general client administration.
• Liaison with third party providers on various matters including issuing letters of authority, gathering existing policy/plan details and collation of other required documentation
• Clear communication with clients, internal stakeholders and third party product providers
• Acting as a key contact point for all internal and external administrative queries
• Provide email, diary and pipeline administration support, including pre and post meeting preparation and actions
• Track all client documentation and data entry, ensuring client records are maintained, accurate and in good order
• Ensure all administration follows Wealth Management’s regulatory and procedural processes
• Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows

Risk:

• Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key Interfaces:

• Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
• Third party product providers
• Client Transitions on general queries for onboarding packs, static data updates and other Back Office Operations
• Client phone/email contact, occasional attendance at client meetings
• Compliance and other internal departments

Person Specification

Knowledge / Experience/Skills:

• Wealth Management administration experience
• Strong organisational and administrative skills
• Responsive and proactive
• Understands the importance of and can deliver accuracy, is always conscientious and can work indepently
• Effective written and verbal communication skills

Qualifications:

• Suitable Wealth Management planning qualifications achieved or are working towards including (Preferred)

Competencies:

• Client focus
• Team Working
• Planning & Reviewing
• Working Pro-actively
• Communication & Confidence
• Problem solving and judgement

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Agile working
• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Income Protection scheme
• Discretionary bonus
• Market leading maternity/paternity and menopause policies
• Flexible benefits

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot.co.uk. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.